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Press Release

Jun 12, 2019 19:57 UTC

BrightPlan Expands Financial Wellness Platform to Power the Growth of the Fortune 1000

SAN JOSE, Calif.--(Business Wire)--BrightPlan, an innovator in financial wellness programs for the Fortune 1000, today announced a series of feature-rich enhancements to strengthen its unique employee benefits platform that helps increase the profitability of employers.

BrightPlan’s new functionality promotes even smarter planning, investing and spending decisions by employees through the following:

  • Personalized recommendations to employees for selecting funds in an employer’s 401(k) using BrightPlan’s goals-based planning wizard.
  • Investment insights for all linked investment accounts, including portfolio analysis and fund fees to help employees better manage their money.
  • A powerful spending analysis in BrightPlan’s budgeting module to help employees make wise spending decisions.

“BrightPlan’s financial wellness platform helps power growth by increasing profitability and transforming a company into an employer of choice,” said Marthin De Beer, CEO and Founder of BrightPlan. “In labor constrained markets, a financial wellness program is a clear competitive advantage in retaining and attracting talented employees. The new capabilities in BrightPlan make the platform even more valuable to both employers and employees.”

BrightPlan brings together the benefits of both professional financial advisors and digital financial advice. Being SEC-registered and CEFEX-certified fiduciaries that deliver independent, objective advice and are required to act in the best interest of clients is important to employers and employees.

For employees, BrightPlan’s financial wellness platform delivers certified fiduciary advice, tailored financial education, personalized goals-based planning, automated investing, debt reduction, progress tracking, spending analysis and budgeting.

For employers, BrightPlan provides an assessment of the state of financial wellness across their employee base and identifies ongoing opportunities to help employees increase their financial acumen. The data-driven platform provides objective data and unique insights that assist employers when making adjustments to benefit programs and alleviate the financial stress of employees.

BrightPlan’s new functionality is the latest in a series of growth initiatives by the firm. In May, the company closed a $12 million Series B round from existing investors, bringing its total funding to $37 million. In February, BrightPlan hired Senior Vice President Karl Holmlund to expand its sales team. In January, BrightPlan’s sister firm, Plancorp, a 35-year-old wealth advisor with over $4 billion in assets under management, opened a San Jose office to serve its expanding client base in the San Francisco-Bay Area.

For more information about BrightPlan or schedule a demo, call 408-933-6188 ext 2.

About BrightPlan

BrightPlan LLC is an innovator in financial wellness programs for the Fortune 1000. Led by a team of experienced Silicon Valley executives and technology innovators, BrightPlan helps power growth by increasing profitability and making companies an employer of choice. BrightPlan offers goals-based financial planning, investment advice, automated investing; spending and budgeting analysis and tools; and extensive financial education to improve decision-making. BrightPlan is a cloud-based digital advisor that also provides access to an experienced team of financial advisors from Plancorp, a 35-year old, Registered Independent Advisor (RIA). BrightPlan and Plancorp are subsidiaries of Prumentum Group. BrightPlan is the nation's first digital advisor to become certified by the Center for Fiduciary Excellence ( More information is available at


BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice. Plancorp LLC is an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is a trademark of BrightPlan LLC, Plancorp is a registered trademark of Plancorp LLC, both registered in the U.S. Patent and Trademark Office. Please see BrightPlan’s and Plancorp’s ADV Brochures for more important information.

Greg Berardi
Blue Marlin Partners
(415) 239-7826

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